CLIENT RELATIONSHIP MANAGEMENT

Client relationship management made easy

We’ve made a traditional document management service even richer so that you can deliver the highest standard of client service. Know your clients better with a complete record of all interactions on file.

Dedicated workspace for each client

Use FYI’s Client Workspace to view an up-to-date summary of each client’s affairs including recent emails, documents and interactions and any outstanding tasks. This dedicated client view improves productivity by ensuring relevant information is at your fingertips. For example, while on a phone call, a partner can easily access all recent interactions and outstanding tasks for a client.

Instant access to recent emails, documents and interactions

The documents list in the Clients Workspace provides a contextual list of all emails, documents and interactions that have occurred for the client across the practice in reverse date order. This provides all users with a holistic view of recent documents and interactions for the client, helping to make better decisions and avoid mistakes.

Record meetings, phone calls and file notes to complete the picture

Record client meetings, phone calls and file notes quickly and easily. Ensure that all client interactions are captured to provide an accurate history of every client relationship.

View information for Family Groups

Expand the filtering of list views for documents and tasks to include the entire family group for a chosen client.

Want to see FYI in action?

Visit our video library for an introduction to key features.

FYI is changing the way accounting practices work – for the better!

“We’ve always been after a unicorn piece of software that acts as both a client CRM and document management system. FYI is definitely shaping up to be this unicorn!”

– Shelley Van Hoos, Consolid8

“God, I love this program!”

– Jeremy Coverdale, Coverdale Business Solutions

“FYI has been developed with accountants in mind, ensuring that the system is effective but simple to onboard.”

– Vicki Beker, BFA Advisors and Accountants

Ready to improve your firm’s productivity?

Join a live product demonstration webinar
or start a 30-day free trial today.